Vertex, Inc.
VERX- 交易所
- Nasdaq
- 產業
- Services-Prepackaged Software
- SEC CIK
- 0001806837
近 90 天，Vertex, Inc. 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 245 家機構在 13F 申報持有，市值合計 $11.8 億；沒有大師持有。
2026 年第 2 季 13F 持有人
Vertex, Inc. 在 2026/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 245
- 較 2026 年第 1 季 +12 家
- 持有股數
- 7,513 萬
- 較 2026 年第 1 季 −536.1 萬 (−6.7%)
- 總市值
- $11.8 億
- 較 2026 年第 1 季 −$8,912 萬 (−7.0%)
- 新進機構
- 52
- 另有 86 家加碼
- 清倉機構
- 40
- 另有 70 家減碼
另有 3 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 VERX 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 245 | $11.8 億 |
| 2026 年第 1 季 | 236 | $12.7 億 |
| 2025 年第 4 季 | 240 | $20.0 億 |
| 2025 年第 3 季 | 261 | $25.3 億 |
| 2025 年第 2 季 | 288 | $33.8 億 |
| 2025 年第 1 季 | 264 | $27.5 億 |
| 2024 年第 4 季 | 254 | $39.4 億 |
| 2024 年第 3 季 | 219 | $27.4 億 |
| 2024 年第 2 季 | 204 | $25.5 億 |
| 2024 年第 1 季 | 177 | $18.6 億 |
| 2023 年第 4 季 | 144 | $15.1 億 |
| 2023 年第 3 季 | 120 | $10.4 億 |
| 2023 年第 2 季 | 121 | $8.41 億 |
| 2023 年第 1 季 | 129 | $7.97 億 |
| 2022 年第 4 季 | 101 | $5.00 億 |
| 2022 年第 3 季 | 82 | $4.44 億 |
| 2022 年第 2 季 | 81 | $2.95 億 |
| 2022 年第 1 季 | 91 | $3.94 億 |
| 2021 年第 4 季 | 88 | $3.99 億 |
| 2021 年第 3 季 | 85 | $4.91 億 |
| 2021 年第 2 季 | 76 | $5.54 億 |
| 2021 年第 1 季 | 83 | $5.70 億 |
2026 年第 2 季持有機構
每家機構持有 Vertex, Inc. 的股數、市值與佔組合比重；股數變化跟 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 6,236,152 | $7,776 萬 | 0.00% | +576,778+10.2% | 加碼 |
| Vanguard Portfolio Management LLC | 4,984,133 | $5,722 萬 | 0.00% | +203,452+4.3% | 加碼 |
| Opti Capital Management, LP | – | $5,351 萬 | 3.27% | – | – |
| Morgan Stanley | 4,132,404 | $4,990 萬 | 0.00% | −160,843−3.7% | 減碼 |
| PenderFund Capital Management Ltd. | – | $4,480 萬 | 5.74% | – | 新進 |
| Brown Advisory Inc | 3,549,052 | $4,074 萬 | 0.06% | +1,740,108+96.2% | 加碼 |
| Weiss Asset Management LP | – | $3,693 萬 | 0.41% | – | 新進 |
| Vanguard Capital Management LLC | 3,173,883 | $3,644 萬 | 0.00% | +58,426+1.9% | 加碼 |
| Tensile Capital Management LP | 2,898,563 | $3,328 萬 | 4.59% | −500,000−14.7% | 減碼 |
| JPMorgan Chase & Co | 2,528,044 | $3,181 萬 | 0.00% | −843,126−25.0% | 減碼 |
| Wolverine Asset Management LLC | – | $2,781 萬 | 0.36% | – | – |
| D. E. Shaw & Co., Inc. | 2,189,827 | $2,514 萬 | 0.02% | +550,905+33.6% | 加碼 |
| CNH Partners LLC | – | $2,504 萬 | 0.36% | – | – |
| William Blair Investment Management, LLC | 2,128,372 | $2,443 萬 | 0.07% | +849,202+66.4% | 加碼 |
| State Street Corp | 2,060,692 | $2,365 萬 | 0.00% | +149,939+7.8% | 加碼 |
| UBS Group AG | 2,024,166 | $2,324 萬 | 0.00% | −3,439,868−63.0% | 減碼 |
| Jain Global LLC | – | $2,247 萬 | 0.26% | – | – |
| Geode Capital Management, LLC | 1,836,548 | $2,109 萬 | 0.00% | +64,856+3.7% | 加碼 |
| Nomura Holdings Inc | 1,664,099 | $1,910 萬 | 0.08% | −957,542−36.5% | 減碼 |
| Divisar Capital Management LLC | 1,640,895 | $1,884 萬 | 4.34% | +445,183+37.2% | 加碼 |
| Tenor Capital Management Co., L.P. | – | $1,800 萬 | 0.25% | – | – |
| Healthcare of Ontario Pension Plan Trust Fund | 1,487,000 | $1,707 萬 | 0.02% | −1,691,800−53.2% | 減碼 |
| Goldman Sachs Group Inc | 1,483,311 | $1,703 萬 | 0.00% | −880,661−37.3% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 1,472,893 | $1,691 萬 | 0.01% | +537,225+57.4% | 加碼 |
| Legacy Advisors, LLC | 1,343,838 | $1,543 萬 | 1.44% | +590.0% | 加碼 |
| Norges Bank | 1,310,400 | $1,504 萬 | 0.00% | +1,310,400 | 新進 |
| FMR LLC | 913,732 | $1,400 萬 | 0.00% | +580,017+173.8% | 加碼 |
| Marshall Wace, LLP | 1,214,224 | $1,394 萬 | 0.01% | +925,588+320.7% | 加碼 |
| Geneva Capital Management LLC | 1,186,812 | $1,362 萬 | 0.31% | −947,879−44.4% | 減碼 |
| CIBC Bancorp USA Inc. | 1,054,021 | $1,210 萬 | 0.01% | +4880.0% | 加碼 |
| Freshford Capital Management, LLC | 1,047,293 | $1,202 萬 | 4.11% | +481,746+85.2% | 加碼 |
| Bank of America Corp | 986,325 | $1,132 萬 | 0.00% | +53,807+5.8% | 加碼 |
| Silverback Asset Management LLC | – | $1,121 萬 | 1.42% | – | – |
| Citigroup Inc | 972,967 | $1,119 萬 | 0.01% | −177,445−15.4% | 減碼 |
| Cypress Point Investment Management LP | 952,212 | $1,093 萬 | 1.98% | +416,311+77.7% | 加碼 |
| M&G Plc | – | $1,076 萬 | 0.05% | – | – |
| Palisade Capital Management LLC | 547,382 | $1,063 萬 | 0.46% | −594,566−52.1% | 減碼 |
| HBK Investments L P | – | $986.4 萬 | 0.11% | – | – |
| Barclays PLC | 707,511 | $934.2 萬 | 0.00% | −603,555−46.0% | 減碼 |
| Gagnon Securities LLC | 761,026 | $873.7 萬 | 1.68% | +292,806+62.5% | 加碼 |
| Mackay Shields LLC | – | $818.9 萬 | 0.27% | – | – |
| Northern Trust Corp | 707,349 | $812.0 萬 | 0.00% | +66,923+10.4% | 加碼 |
| Qube Research & Technologies Ltd | 656,758 | $754.0 萬 | 0.01% | +548,297+505.5% | 加碼 |
| Hyperion Capital Advisors LP | 630,000 | $723.2 萬 | 3.26% | +150,000+31.3% | 加碼 |
| Zazove Associates LLC | – | $704.4 萬 | 0.58% | – | – |
| Citadel Advisors LLC | 576,895 | $662.3 萬 | 0.00% | −575,714−49.9% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 568,797 | $653.0 萬 | 0.02% | −237,064−29.4% | 減碼 |
| Jane Street Group, LLC | 465,544 | $639.2 萬 | 0.00% | −235,104−33.6% | 減碼 |
| Banque Pictet & Cie SA | 547,975 | $629.1 萬 | 0.06% | −6,000−1.1% | 減碼 |
| Charles Schwab Investment Management Inc | 532,115 | $610.9 萬 | 0.00% | −73,794−12.2% | 減碼 |
| Vanguard Fiduciary Trust Co | 524,732 | $602.4 萬 | 0.00% | +17,365+3.4% | 加碼 |
| Ssi Investment Management LLC | – | $534.6 萬 | 0.31% | – | 新進 |
| Verition Fund Management LLC | – | $527.9 萬 | 0.04% | – | 新進 |
| New York State Common Retirement Fund | 434,848 | $499.2 萬 | 0.01% | 00.0% | 不變 |
| Voleon Capital Management LP | 393,508 | $451.7 萬 | 0.08% | +5,402+1.4% | 加碼 |
| Point72 Asset Management, L.P. | – | $448.4 萬 | 0.01% | – | – |
| Calamos Advisors LLC | – | $448.1 萬 | 0.02% | – | – |
| Brown Capital Management LLC | 373,824 | $429.1 萬 | 0.86% | −60,755−14.0% | 減碼 |
| Gagnon Advisors, LLC | 361,621 | $415.1 萬 | 2.64% | +64,571+21.7% | 加碼 |
| ING Groep NV | 320,000 | $367.4 萬 | 0.02% | +320,000 | 新進 |
| Pier Capital, LLC | 316,071 | $362.8 萬 | 0.48% | +3,844+1.2% | 加碼 |
| Two Sigma Investments, LP | 305,506 | $350.7 萬 | 0.00% | +200,618+191.3% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 303,502 | $348.4 萬 | 0.07% | +47,213+18.4% | 加碼 |
| Herald Investment Management Ltd | 300,000 | $344.1 萬 | 0.47% | +100,000+50.0% | 加碼 |
| Quantinno Capital Management LP | 295,811 | $339.6 萬 | 0.00% | +154,018+108.6% | 加碼 |
| Tudor Investment Corp Et Al | 278,719 | $320.0 萬 | 0.01% | +60,225+27.6% | 加碼 |
| Kornitzer Capital Management Inc | 266,439 | $305.9 萬 | 0.06% | −1,251−0.5% | 減碼 |
| Saba Capital Management, L.P. | 263,474 | $302.5 萬 | 0.09% | 00.0% | 不變 |
| Bank of New York Mellon Corp | 262,982 | $301.9 萬 | 0.00% | +28,181+12.0% | 加碼 |
| Dimensional Fund Advisors LP | 260,369 | $298.9 萬 | 0.00% | −322,058−55.3% | 減碼 |
| North Star Asset Management Inc | 252,542 | $289.9 萬 | 0.11% | +14,667+6.2% | 加碼 |
| Ameriprise Financial Inc | 224,387 | $257.6 萬 | 0.00% | +109,501+95.3% | 加碼 |
| BNP Paribas Arbitrage, SA | 223,834 | $257.0 萬 | 0.00% | −287,837−56.3% | 減碼 |
| Palogic Value Management, L.P. | 220,300 | $252.9 萬 | 0.45% | +120,300+120.3% | 加碼 |
| HSBC Holdings PLC | 189,413 | $218.2 萬 | 0.00% | +189,413 | 新進 |
| Allianz Asset Management GmbH | 190,027 | $218.2 萬 | 0.00% | +190,027 | 新進 |
| Kennedy Capital Management, Inc. | 189,443 | $217.5 萬 | 0.04% | −16,722−8.1% | 減碼 |
| XTX Topco Ltd | 187,881 | $215.7 萬 | 0.03% | −68,450−26.7% | 減碼 |
| Banco Santander, S.A. | 174,826 | $200.7 萬 | 0.01% | 00.0% | 不變 |
| Nuveen, LLC | 161,804 | $185.8 萬 | 0.00% | −15,198−8.6% | 減碼 |
| CI Private Wealth, LLC | 153,840 | $176.6 萬 | 0.00% | +153,840 | 新進 |
| Trexquant Investment LP | 151,968 | $174.5 萬 | 0.01% | −148,231−49.4% | 減碼 |
| AQR Capital Management LLC | 149,317 | $171.4 萬 | 0.00% | +82,077+122.1% | 加碼 |
| Swiss National Bank | 148,300 | $170.2 萬 | 0.00% | +3,400+2.3% | 加碼 |
| SEI Investments Co | 292,962 | $167.9 萬 | 0.00% | +43,974+17.7% | 加碼 |
| Whetstone Capital Advisors, LLC | 136,118 | $156.3 萬 | 0.41% | +136,118 | 新進 |
| Susquehanna International Group, LLP | 133,955 | $153.8 萬 | 0.00% | −27,485−17.0% | 減碼 |
| Mizuho Markets Americas LLC | 127,927 | $146.9 萬 | 0.03% | −130,000−50.4% | 減碼 |
| Millennium Management LLC | 115,583 | $132.7 萬 | 0.00% | −537,929−82.3% | 減碼 |
| UBS Asset Management Americas Inc | 115,082 | $132.1 萬 | 0.00% | −36,813−24.2% | 減碼 |
| Acadian Asset Management LLC | 111,009 | $127.0 萬 | 0.00% | +83,640+305.6% | 加碼 |
| Price T Rowe Associates Inc | 105,664 | $121.4 萬 | 0.00% | +21,075+24.9% | 加碼 |
| Rhumbline Advisers | 99,862 | $114.6 萬 | 0.00% | +12,548+14.4% | 加碼 |
| Fred Alger Management, LLC | 97,694 | $112.2 萬 | 0.00% | −1,403−1.4% | 減碼 |
| Lazard Freres Gestion S.A.S. | 95,660 | $109.8 萬 | 0.02% | +720+0.8% | 加碼 |
| Engineers Gate Manager LP | 88,318 | $101.4 萬 | 0.01% | +53,319+152.3% | 加碼 |
| California State Teachers Retirement System | 82,916 | $95.2 萬 | 0.00% | +14,649+21.5% | 加碼 |
| Squarepoint Ops LLC | 81,665 | $93.8 萬 | 0.00% | +81,665 | 新進 |
| Invesco Ltd. | 81,375 | $93.4 萬 | 0.00% | +5,357+7.0% | 加碼 |
| Deutsche Bank AG | 78,274 | $89.9 萬 | 0.00% | −147,563−65.3% | 減碼 |